WOLF STEEL USA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOLF STEEL USA, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for WOLF STEEL USA, INC. 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2017: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 80 |
| Number of participants with account balances | 2017-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 72 |
| Number of participants with account balances | 2016-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 65 |
| Number of participants with account balances | 2015-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
| Total of all active and inactive participants | 2014-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 55 |
| Number of participants with account balances | 2014-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
| 2013: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 44 |
| Number of participants with account balances | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2017 : WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $200,974 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $21,240 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $18,741 |
| Total plan assets at end of year | 2017-12-31 | $570,366 |
| Total plan assets at beginning of year | 2017-12-31 | $390,632 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $95,995 |
| Other income received | 2017-12-31 | $60,968 |
| Net income (gross income less expenses) | 2017-12-31 | $179,734 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $570,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $390,632 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $44,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,499 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $195,622 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $81,661 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $78,934 |
| Total plan assets at end of year | 2016-12-31 | $390,632 |
| Total plan assets at beginning of year | 2016-12-31 | $276,671 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $85,013 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $57,794 |
| Other income received | 2016-12-31 | $24,025 |
| Net income (gross income less expenses) | 2016-12-31 | $113,961 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $390,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $276,671 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $28,790 |
| Value of corrective distributions | 2016-12-31 | $1,029 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,698 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $88,911 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $12,898 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,593 |
| Total plan assets at end of year | 2015-12-31 | $276,671 |
| Total plan assets at beginning of year | 2015-12-31 | $200,658 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $65,304 |
| Other income received | 2015-12-31 | $-4,781 |
| Net income (gross income less expenses) | 2015-12-31 | $76,013 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $276,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $200,658 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $28,388 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,305 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $78,692 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $29,457 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $28,061 |
| Total plan assets at end of year | 2014-12-31 | $200,658 |
| Total plan assets at beginning of year | 2014-12-31 | $151,423 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $49,358 |
| Other income received | 2014-12-31 | $6,087 |
| Net income (gross income less expenses) | 2014-12-31 | $49,235 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $200,658 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $151,423 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $23,247 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,396 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $74,374 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $27,360 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $25,019 |
| Total plan assets at end of year | 2013-12-31 | $153,520 |
| Total plan assets at beginning of year | 2013-12-31 | $106,506 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $33,039 |
| Other income received | 2013-12-31 | $16,932 |
| Net income (gross income less expenses) | 2013-12-31 | $47,014 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $153,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $106,506 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $24,403 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,341 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2017: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WOLF STEEL USA, INC. 401(K) PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101245 |
| Policy instance | 1 |
| Insurance contract or identification number | 101245 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,162 | | Total amount of fees paid to insurance company | USD $467 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,162 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 467 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101245 |
| Policy instance | 1 |
| Insurance contract or identification number | 101245 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,068 | | Total amount of fees paid to insurance company | USD $207 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,068 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 207 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101245 |
| Policy instance | 1 |
| Insurance contract or identification number | 101245 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $565 | | Total amount of fees paid to insurance company | USD $204 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $343 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 204 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | | Insurance broker name | HUNTER BENEFITS CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101245 |
| Policy instance | 1 |
| Insurance contract or identification number | 101245 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $538 | | Total amount of fees paid to insurance company | USD $234 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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